Relationship Manager - Direct Sales

Talent Leads Consultants
  • Bangalore, Mumbai, Pune
  • Confidential
  • 1-4 years
  • Views
  • 21 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Roles and Responsibilities : - Clientele Focus Retail & HNI Customers. - Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Mutual Fund by building strong investor relationship. - Initiate and develop rapport with the prospects / clients through meetings, phone calls, emails etc. and subsequent follow up - Understanding Clients requirements and Risk Appetite with sound knowledge of other Asset Classes. - Handling Investor /Prospective Clients queries


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Talent Leads Consultants